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Learn More about The Behavioural Cash Flow System™

The Behavioural Cash Flow System™ includes CCS™ Designation training, marketing materials, support, and software. Did you go into Financial Services in order to make a difference in the lives of your clients?

Find Local CCS™ Professionals

There are currently CCS™ Professionals in almost every Canadian province. Search our directory for like-minded financial and mortgage professionals.

Become informed: CCS™ Resources

How to Charge Fees for Advice Guide

Free Online Training & Resources

Did you know that Canadian Financial Professionals are seeing a shift towards fee-based, rather than commission based practice? 98% of professionals making the shift experience a positive impact on client trust and report revenue and asset growth.*

Why the shift?

Financial Professionals are realizing that when you create a financial plan, you share years of knowledge and experience with your clients. You save them money on their taxes, make sure their family is protected from unexpected financial risks and help them find the money to accomplish their life goals. You summarize it in plain English and explain step-by-step what to do to make it all happen. That is significant value. When clients understand the value they are receiving, fees for financial plans aren’t an issue.

Many professionals feel overwhelmed with how to start!

Register for your Free How to Charge Fees Guide and you will receive:

15-Minute Training Video detailing How to Charge Fees.

Value of Advice Checklist – to help organize your thoughts on the value of all the services you currently provide